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NVIDIA Corporation (NVDA $173.74)
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Visa Inc. (V $353.97)
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Robinhood Markets Inc. (HOOD $101.93)
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Brookfield Corporation Class A Limited (BN $67.45)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $86.18)
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Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $14.84)
Q: NVDA has now grown to 8% of my portfolio and I am considering paring it back down (again) to 5%. I don't have any crypto exposure, so am looking at investing the freed-up funds in HOOD. This would bring my investment in financials to just over 30%. I know you can't comment on individual allocations, but if this were your portfolio and you already held BN, BAM, X, V and HMAX...would you be concerned about putting too many eggs in the same basket? Or would you feel there is sufficient diversity within the already-held funds to add HOOD? Thank you.